Reviewers working in the Review & Approvals V2 task can now see the lifecycle status of each product directly in the Products panel, without navigating away from the task. A status chip appears in the header row of each product accordion, showing its current platform lifecycle state alongside the existing product data. The status displayed at the point of task completion is captured in the task snapshot as a permanent, read-only audit label, ensuring a complete record of what the reviewer saw at the time of their decision.

User Guide Reference: Review & Approvals

If an Investment Account is offboarded in one journey while another journey containing that account remains in progress, the platform now detects the change when the Investment Account task is opened, reopened, saved or completed. The account is either removed automatically or, where a draft exists, displayed as read-only until Save is selected. An inline message explains what has changed and, where action is required, what to do next.

Any draft changes against an offboarded account are not applied to it: the "Current Verified Data" held at the point of offboarding is retained. Conflicts relating to the offboarded account are resolved automatically and are not surfaced in the Conflict Resolution task.

Document Generation gets its biggest set of upgrades yet — twelve enhancements spanning a faster editing experience, smarter templates, and richer data. Import and export to Word, no-code conditional logic, a live template preview, a brand-new Journey Documents data source, journey-aware versioning, journey-level data, support for special-character languages, and much more all land in this release, turning template configuration into a dramatically faster and more capable process from start to finish.

A new Scoping Condition source 'Investment Accounts' is available on Stage, Process, Task, and Task Assignment properties in Journey Builder.

When a stage, process, task, or task assignment with an Investment Account scoping condition is reached in a journey, the journey engine evaluates the condition against the investment accounts linked to the entity.

The Related Party Checkpoint task now supports system autocompletion, extending the existing autocompletion framework to this task type.

The search box on the Product tab and Managed Products tab of the Entity Profile Page has been enhanced with selectable modes. Table Data mode keeps today's behaviour, filtering the table by its visible columns. All Data mode surfaces 'Onboarding' drafts from in-progress journeys directly in the table, and extends search to all product properties (including data groups).

The Product Details modal that is presented from product grids within the Entity Profile Page (Product tab, Manage Products tab, Underlying Principals tab) can now be configured to control which Product Categories appear, and their dislpay order. Data groups render at the position of the category they belong to, and categories with no populated requirements for the product being viewed are hidden automatically to provide a clear view of relevant data.

We've added a 'Product' entity type to the existing Legal Entity Profile Configuration page.Previously the modal displayed all categories in a fixed order. When no categories are configured for 'Product' entity type, the current state experience applies (all categories, fixed order).

Guidance is now available for configuring the DocuSign anchor tags used by the eSignature task. Documents sent for signing carry anchor tags for signature, initials, date signed and print name fields, and creating the matching shared Document Custom Fields in your DocuSign account ensures these signing fields are placed automatically on every envelope.

Fenergo SaaS now supports the LexisNexis WorldCompliance Data Plus watchlist alongside the existing WorldCompliance – Full (Legacy) dataset. WorldCompliance Data Plus provides richer, structured screening data and more frequent sanctions updates, helping firms meet intraday sanctions-screening obligations such as the EU Instant Payments Regulation.

The Journey Audit Drawer now includes a Journey Data Changes tab, showing the audit record for journey level data captured in this specific journey. Journey level data is captured by data tasks in the journey rather than against the entity record, and is typically used for gathering field inputs that will drive other journey behaviours or capturing data that is only pertinent to each specific journey instance.

Previously, changes to journey level data were not part of the audit record and were not visible to reviewers. The new 'Journey Data Changes' tab lists each journey level data field that has been populated within the journey along with its current value, who last updated it and when, and expanding a field reveals its full history of changes within that journey. It follows the same layout as the 'Entity Data Changes' and 'Product Data Changes' tabs, and requires no additional permissions to view.

User Guide Reference: Audit in Fenergo -> Journey Level Audit